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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,268 | $202,342-76.6% | $172,753-72.6% | $152,909-69.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.42% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,649 | $5,857-54.8% | $5,144-48.5% | $4,764-44.4% |
| Participant deferral / active EE | $3,900 | $5,948-34.4% | $5,198-25.0% | $5,851-33.3% |
| Admin fee / account holder | $3,490 | $17,112-79.6% | $13,956-75.0% | $11,601-69.9% |